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EPG Wealth Management’s Constellation Brands STZ Stock Holding History

EPG Wealth Management’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-932
Closed -$234K – 432
2021
Q4 		$234K Buy
+932
New +$212K 0.08% 207
2020
Q3 		– Sell
-1,208
Closed -$211K – 144
2020
Q2 		$211K Buy
1,208
+851
+238% +$142K 0.15% 136
2020
Q1 		$51K Buy
357
+253
+243% +$44.6K 0.04% 279
2019
Q4 		$20K Buy
+104
New +$19.6K 0.01% 354

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EPG Wealth Management's STZ Position: Q1 2022 in Review

EPG Wealth Management sold out of Constellation Brands (STZ) in Q1 2022, closing a stake of 932 shares — an estimated $234K sold.

EPG Wealth Management first reported a position in STZ in Q4 2019 and held it in 4 quarters. The position peaked at $234K in Q4 2021. 1,202 funds tracked by Wall St. Rank hold STZ as of Q1 2022.

  • EPG Wealth Management reported no remaining Constellation Brands position as of Q1 2022 after selling out during the quarter.
  • EPG Wealth Management sold 932 Constellation Brands shares in Q1 2022, an estimated $234K.
  • EPG Wealth Management first reported a position in Constellation Brands in Q4 2019 and held it in 4 quarters.
  • EPG Wealth Management's Constellation Brands position peaked at $234K in Q4 2021.
  • 1,202 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2022.

Based on EPG Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.